OLDFIELD WEALTH PARTNERS LLC
Legal name: OLDFIELD WEALTH PARTNERS
CRD #332765 SEC #801-131174 BANGOR, ME 207-573-3001
SEC Registered
Total AUM
$101.3M
Discretionary
$94.7M
Employees
1
Clients
51
Accounts
94
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $101.3M | $94.7M | $6.6M | 1 | 0 |
| Oct 2024 | $0 | $0 | $0 | 1 | 0 |
| Oct 2024 | $0 | $0 | $0 | 1 | 0 |
| Sep 2024 | $0 | $0 | $0 | 1 | 0 |
| Aug 2024 | $0 | $0 | $0 | 1 | 0 |
| Aug 2024 | $0 | $0 | $0 | 1 | 0 |
DateJan 2025
Total AUM$101.3M
Discretionary$94.7M
Non-Disc.$6.6M
Employees1
Clients0
DateOct 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0